Webinar replay
Entrepreneurs
Entrepreneurs: build and pass on your business with serenity
Entrepreneurship means taking on challenges and building for the future. Whether you're looking to optimise or pass on your business, or simply concentrate on your professional and personal life, we are here to help.
Occupational pension benefits
Occupational pension provision is the key to boosting your business. Discover our offers and our advice on how to make your pension provision your strength.
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Protection in case of disability or accidents
Accidents and illness can happen at any time and may jeopardise your business. Our pension solutions offer you comprehensive protection, ensuring a continuous income even in the event of for the inability to work. Protect your business and your quality of life, whatever happens.
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Optimisation of your retirement
Investing ina suitable pension fund is essential to maintaining your standard of living in retirement. We can help you choose the best options to maximise your contributions and take full advantage of the tax benefits of the 2nd pillar. Prepare for your future serenely with well-structured retirement savings.
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Financial security for your loved ones
Ensuring your family's future is a priority. Our pension solutions include cover that guarantees a lump sum for your loved ones in the event of your death. So you can continue to provide financial protection for those who mean the most to you.
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Pension analysis
A pension assessment gives you a complete overview of your future financial situation, so you can take control of your future and protect your household.
Take control of your tax situation
Optimise your tax situation. Find out how our tailor-made solutions can benefit your wealth and your financial future.
Real estate
- Should I buy an investment property privately or through a property company?
- How can I finance the purchase of a property?
- What are the tax advantages of investing in property?
- How should I assess the profitability of a property investment?
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How can I keep my property when I retire?
Retirement
- When can I plan to retire?
- What is my company worth?
- What will my income be when I retire?
- Should I register with a pension fund to build up additional retirement capital?
Taxation
- How can I optimise my tax situation as an entrepreneur?
- What are the best strategies for reducing my company's tax burden?
- How can I improve my tax situation and that of my company by opting for a tailor-made BVG plan?
Wealth Management
- How can I diversify my investments to reduce risk?
- Which financial products are best suited to me as an entrepreneur?
- How can I plan the transfer of my wealth?
A life project is not something you share with just anyone.
Dedicated experts in every field.
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From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.
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Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
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We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.
Webinars & events
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Academy
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Wealth solutions
Build, grow, and preserve your wealth.
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Pension planning
All you need to know about pension planning for people and for businesses.
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Financing
Financing options for your real estate project.
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Investment
Resources to learn the fundamentals of investment or to specialize.
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